John Lorenz is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Mark Pettit is a Series 66-licensed financial advisor with Morgan Stanley in Bend, Oregon, and has four years of industry experience. His prior roles include positions at D.A. Davidson & Co., the U.S. Department of Justice, and Kobre & Kim, and he holds an Executive MBA from NYU Stern School of Business. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools to model outcomes, focusing on an advisory capacity without individual security recommendations as part of standalone plans.

Paul Walton is a financial advisor with Morgan Stanley in Bend, Oregon, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley and its related entities since 2009. Outside of his advisory role, he owns Rogue Rod and Reel, a wholesale and distribution business specializing in fishing, hunting, and outdoor gear. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and investment advisory services with a broad range of programs supported by firm-approved planning tools and research.

Jacob Fain is a Series 66-licensed financial advisor with Morgan Stanley, based in Bend, Oregon, and has 12 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Fain serves on the board and finance committee of the City Club of Central Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in assets and uses structured planning tools and models to assist clients in financial decision-making.

Katherine Attebery is a financial advisor with Morgan Stanley in Bend, OR, holding Series 65 and Series 66 licenses and four years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at DinoCloud Consulting and T&T Marketing LLC dba Mazama, and operated Attebery Fitness dba Rush Cycle Encinitas for six years. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Jeannette McKenzie is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of advising, she serves as an instructor at Central Oregon Community College and is the chair of the board for J Bar J Youth Services, a nonprofit organization focused on youth support. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools, offering services primarily in an advisory capacity.

Noah Staskiewicz is a financial advisor at Morgan Stanley with a Series 66 credential and over eight years of industry experience. His prior work includes roles at US Bank, the US Department of Agriculture, Mark Miller Subaru Mid-Towne, and Wells Fargo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and offers tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Hillary Beelke is a financial advisor at Morgan Stanley in Bend, Oregon, with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, following three years at RBC Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Scott Mc Veigh is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, currently serving at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Jay Fain is a financial advisor with Morgan Stanley in Bend, OR, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015, as well as with Citigroup Global Markets since 2003. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly to clients and through corporate financial planning agreements.

Michael Hurley is a financial advisor with Morgan Stanley in Bend, Oregon, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he serves as a trustee and co-trustee for a trust in Bend. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through tailored planning and a range of investment offerings.

Carol Scott is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Christopher Brewer is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Brewer serves on the board and finance committee of the Deschutes Children's Foundation in Bend, Oregon, including roles as board chair and member of the executive committee. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment research to support its advisory services, which include both direct client relationships and corporate financial planning agreements.

Jeri Beck is a financial advisor at Morgan Stanley in Portland, OR, holding Series 63 and Series 66 credentials with 24 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets and employing structured planning tools such as Monte Carlo simulations to model outcomes.

Mary Cunningham is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include five years each at Voya Financial Advisors, Inc. and Voya Investment Management Co. LLC. She is based in Bend, Oregon. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm's planning process involves structured discovery conversations and firm-approved tools, with assets under management totaling approximately $2.74 trillion.

Sarah Hall is a financial advisor with Morgan Stanley in Bend, Oregon, holding Series 63 and Series 66 licenses and eight years of industry experience. She has been with Morgan Stanley since 2019, working with both the Private Bank and Smith Barney divisions. Outside of her advisory role, she is involved in the local community through nonprofit leadership as Board Chair of Volunteers In Medicine and participates in the arts as a partner in a dance-related business and as a dance teacher. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include comprehensive planning without individual security recommendations as part of standalone programs.

Corina Franke is a financial advisor with Morgan Stanley in Bend, Oregon, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.